Valley Forge Investment Consultants’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Buy |
14,892
+4,631
| +45% | +$278K | 0.29% | 35 |
|
|
2025
Q1 | $554K | Buy |
10,261
+174
| +2% | +$9.39K | 0.2% | 44 |
|
|
2024
Q4 | $527K | Buy |
10,087
+218
| +2% | +$11.4K | 0.18% | 47 |
|
|
2024
Q3 | $567K | Buy |
9,869
+377
| +4% | +$21.6K | 0.2% | 45 |
|
|
2024
Q2 | $508K | Sell |
9,492
-105
| -1% | -$5.62K | 0.19% | 43 |
|
|
2024
Q1 | $495K | Buy |
9,597
+2,327
| +32% | +$120K | 0.19% | 42 |
|
|
2023
Q4 | $368K | Sell |
7,270
-1,387
| -16% | -$70.2K | 0.16% | 48 |
|
|
2023
Q3 | $412K | Buy |
8,657
+2,495
| +40% | +$119K | 0.19% | 47 |
|
|
2023
Q2 | $304K | Buy |
6,162
+423
| +7% | +$20.8K | 0.15% | 48 |
|
|
2023
Q1 | $280K | Sell |
5,739
-2,472
| -30% | -$121K | 0.15% | 50 |
|
|
2022
Q4 | $383K | Sell |
8,211
-10,669
| -57% | -$498K | 0.2% | 46 |
|
|
2022
Q3 | $811K | Buy |
18,880
+239
| +1% | +$10.3K | 0.45% | 29 |
|
|
2022
Q2 | $915K | Buy |
18,641
+64
| +0.3% | +$3.14K | 0.46% | 25 |
|
|
2022
Q1 | $1.03M | Buy |
18,577
+1,374
| +8% | +$76.3K | 0.43% | 26 |
|
|
2021
Q4 | $1.03M | Buy |
17,203
+5,574
| +48% | +$334K | 0.46% | 29 |
|
|
2021
Q3 | $718K | Sell |
11,629
-1,288
| -10% | -$79.5K | 0.39% | 35 |
|
|
2021
Q2 | $865K | Sell |
12,917
-2,818
| -18% | -$189K | 0.47% | 31 |
|
|
2021
Q1 | $1.01M | Buy |
15,735
+3,059
| +24% | +$197K | 0.69% | 25 |
|
|
2020
Q4 | $786K | Buy |
+12,676
| New | +$786K | 0.68% | 27 |
|